Purchases and Sales Made in Q2 2024 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q2 2024. The information is specifically focused on institutions that hold shares of PFIZER INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-228- 1.69% |
$5.76K - $6.75K
|
13.2K
$348K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-231- 0.77% |
$5.84K - $6.84K
|
29.8K
$783K
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-233- 1.44% |
$5.89K - $6.9K
|
16K
$421K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-233- 1.45% |
$5.89K - $6.9K
|
15.9K
$417K
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
SELL
|
- |
-235- 1.21% |
$5.94K - $6.96K
|
19.2K
$505K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-236- 15.59% |
$5.96K - $6.99K
|
1.28K
$33.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-237- 0.13% |
$5.99K - $7.02K
|
189K
$4.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-239- 1.4% |
$6.04K - $7.07K
|
16.8K
$442K
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-240- 0.64% |
$6.06K - $7.1K
|
37.5K
$985K
|
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-242- 1.36% |
$6.11K - $7.16K
|
17.5K
$461K
|
|
|
Aug 07, 2024
Q2 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-246- 3.03% |
$6.21K - $7.28K
|
7.88K
$207K
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-247- 0.71% |
$6.24K - $7.31K
|
34.6K
$910K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-248- 3.95% |
$6.26K - $7.34K
|
6.04K
$159K
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-248- 0.87% |
$6.26K - $7.34K
|
28.2K
$743K
|
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-256- 0.81% |
$6.47K - $7.58K
|
31.5K
$830K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-258- 36.19% |
$6.52K - $7.64K
|
455
$12K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-259- 2.69% |
$6.54K - $7.67K
|
9.37K
$246K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-260- 2.82% |
$6.57K - $7.7K
|
8.96K
$236K
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-260- 0.99% |
$6.57K - $7.7K
|
26K
$683K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-260- 3.07% |
$6.57K - $7.7K
|
8.21K
$216K
|
|
|
Jul 10, 2024
Q2 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-265- 0.1% |
$6.69K - $7.84K
|
257K
$6.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-266- 3.25% |
$6.72K - $7.87K
|
7.92K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-267- 2.13% |
$6.74K - $7.9K
|
12.2K
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-267- 3.06% |
$6.74K - $7.9K
|
8.46K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-271- 13.23% |
$6.85K - $8.02K
|
1.78K
$46.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-272- 42.5% |
$6.87K - $8.05K
|
368
$9.68K
|
|
|
Aug 12, 2024
Q2 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-275- 0.42% |
$6.95K - $8.14K
|
64.5K
$1.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-280- 1.55% |
$7.07K - $8.29K
|
17.7K
$467K
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-290- 1.05% |
$7.33K - $8.58K
|
27.4K
$721K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-290- 1.44% |
$7.33K - $8.58K
|
19.8K
$521K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-300- 5.31% |
$7.58K - $8.88K
|
5.35K
$141K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-309- 6.47% |
$7.81K - $9.15K
|
4.47K
$118K
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-310- 2.34% |
$7.83K - $9.18K
|
13K
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-314- 1.92% |
$7.93K - $9.29K
|
16K
$421K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-318- 8.68% |
$8.03K - $9.41K
|
3.35K
$88K
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-319- 2.31% |
$8.06K - $9.44K
|
13.5K
$354K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-325- 42.82% |
$8.21K - $9.62K
|
434
$11.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-332- 3.36% |
$8.39K - $9.83K
|
9.54K
$251K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-342- 1.45% |
$8.64K - $10.1K
|
23.2K
$611K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-342- 2.97% |
$8.64K - $10.1K
|
11.2K
$294K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-345- 8.35% |
$8.71K - $10.2K
|
3.79K
$99.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-348- 3.23% |
$8.79K - $10.3K
|
10.4K
$274K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-350- 2.15% |
$8.84K - $10.4K
|
15.9K
$419K
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-350- 1.78% |
$8.84K - $10.4K
|
19.3K
$508K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-352- 2.9% |
$8.89K - $10.4K
|
11.8K
$310K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-354- 2.77% |
$8.94K - $10.5K
|
12.4K
$327K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-358- 20.1% |
$9.04K - $10.6K
|
1.42K
$37.4K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-361- 1.56% |
$9.12K - $10.7K
|
22.8K
$599K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-372- 3.02% |
$9.4K - $11K
|
12K
$315K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-375- 2.38% |
$9.47K - $11.1K
|
15.4K
$405K
|